Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan

6 May 2026 · 50 min

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Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint. Danny Dayan joins the show to explain why passive easing, loose financial conditions, and supply shocks could leave the Fed behind the curve again. We discuss inflation, oil, labor supply, neutral rates, risk assets, the dollar, commodities, and why the melt-up may continue. Enjoy! TIMESTAMPS: 00:00 Intro 02:53 Why Is Growth So Strong? 07:31 How Forward Guidance Drives Policy 11:53 Ads (Fidelity Crypto) 12:45 Why Oil Hasn’t Broken Growth 19:02 Why Inflation Won’t Die 21:52 What Warsh Changes At The Fed…

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Forward Guidance

Blockworks · Business · English

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they en

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